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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 12, 2025 | Ganes Focused Value Fund | 16.2% | - | APE AU, AUB AU, LOV AU, PWR AU, REH AU | aerospace, consumer, diversification, growth, retail | The fund highlights resilience in consumer and retail sectors through holdings like Lovisa, expanding internationally and benefiting from competitor bankruptcies. Aerospace exposure through PWR Holdings underscores industrial transition potential after infrastructure investments. | REH AU AUB AU PWH AU LOV AU |
View |
| 2024 Q2 | May 7, 2024 | Ganes Focused Value Fund | -2.2% | 0.0% | ALU AU, AUB AU, LOV AU, PSI AU, SMP AU | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ganes Focused Value Fund | -10.1% | -10.1% | APE AU, AUB AU, LOV AU, PWH AU, RDX AU, REH AU | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 28, 2026 | Fund Letters | Wayne Jones | AUB Group Ltd | Financials | Insurance Brokers | Bull | New York Stock Exchange | Brokers, compounding, Insurance, Recurringrevenue, Takeout | View Pitch |
| Nov 29, 2025 | Fund Letters | Wayne Jones | AUB Group Ltd. | Financials | Insurance Brokers | Bull | Australian Securities Exchange | Brokers, compounding, dividends, growth, Insurance, stability, valuation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||